Anic Equity¶
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Total return since start: 0.549 %¶
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Equity now: -----------------------------> 47322.49 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45927.51 Kr¶
PnL: ---------------------------------------> -961.06 Kr¶
DD now: ---------------------------------> -2.688 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 15:47:27.091636'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 2.660000 | 3090.000000 | 163.000000 | 5.570000 | 2927.000000 |
| HEBA B | 70 | -0.880000 | 2765.000000 | 129.000000 | 4.890000 | 2636.000010 |
| HMS Networks | 2 | 15.730000 | 800.400000 | 127.400000 | 18.930000 | 673.000000 |
| SAAB B | 8 | 1.030000 | 3443.200000 | 66.200000 | 1.960000 | 3377.000000 |
| MedCap | 2 | 0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.480000 | 393.900000 | 38.900000 | 10.960000 | 355.000000 |
| Boozt | 12 | 0.940000 | 1683.600000 | 29.600000 | 1.790000 | 1653.999996 |
| Corem Property Group B | 59 | -2.100000 | 604.160000 | 27.160000 | 4.710000 | 576.999999 |
| Resurs Holding | 22 | -1.020000 | 595.760000 | 21.760000 | 3.790000 | 573.999998 |
| AcadeMedia | 12 | -1.430000 | 577.200000 | 20.200000 | 3.630000 | 557.000004 |
| Intrum | 4 | 3.020000 | 546.200000 | 19.200000 | 3.640000 | 527.000000 |
| OEM International B | 7 | 1.560000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Eastnine | 4 | 0.480000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Nordea Bank Abp | 29 | -0.050000 | 3467.240000 | 13.240000 | 0.380000 | 3453.999992 |
| Swedbank A | 3 | -0.470000 | 577.050000 | 13.050000 | 2.310000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Securitas B | 6 | 0.170000 | 579.720000 | 9.720000 | 1.710000 | 570.000000 |
| Karnov Group | 9 | 0.670000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Norva24 Group | 16 | 0.760000 | 550.400000 | 7.400000 | 1.360000 | 543.000000 |
| CTEK | 13 | 1.990000 | 539.630000 | 5.630000 | 1.050000 | 533.999999 |
| Creaspac SPAC | 6 | 0.420000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.190000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.370000 | 533.200000 | 1.200000 | 0.230000 | 532.000000 |
| Handelsbanken A | 5 | -0.050000 | 539.500000 | -6.500000 | -1.190000 | 546.000000 |
| Midsona B | 63 | 1.120000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| Essity B | 2 | -3.430000 | 540.000000 | -34.000000 | -5.920000 | 574.000000 |
| International Petroleum Corp. | 5 | 0.720000 | 556.500000 | -38.070000 | -6.400000 | 594.565215 |
| Vivesto | 1368 | 3.790000 | 553.770000 | -59.230000 | -9.660000 | 612.999432 |
| Essity A | 4 | -3.040000 | 1084.000000 | -65.000000 | -5.660000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.380000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| Beijer Electronics Group | 26 | -9.270000 | 2849.600000 | -121.400000 | -4.090000 | 2971.000006 |
| Fasadgruppen Group | 35 | -0.960000 | 3598.000000 | -213.000000 | -5.590000 | 3810.999990 |
| OX2 | 18 | 1.540000 | 1424.700000 | -239.300000 | -14.380000 | 1663.999992 |
| Axfood | 13 | -3.160000 | 3463.200000 | -292.800000 | -7.800000 | 3756.000001 |
| Ovzon | 52 | 0.750000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 45927.510000 | -961.060000 | -2.68847% | 46888.564618 |
Updated:¶
'2023-01-26 15:47:40.078045'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
